Institutional Ownership Ishares Russell 2000 ETF (IWM)
This table provides information about the institutional ownership of Ishares Russell 2000 ETF (IWM). We have compiled data on the 2,906 institutions that hold shares in the stock, with a total of 300 Million shares, which have been reported (via 13F filing form) to have a value of $58.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iam Advisory, LLC
|
Apr 11, 2025 Q1 2025 |
6,232
shares
|
$1.22 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.19%
|
|
|
Mirabella Financial Services LLP
London, X0 |
Feb 13, 2025 Q4 2024 |
6,200
shares
|
$1.22 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Feb 14, 2025 Q4 2024 |
6,198
shares
|
$1.22 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
6,142
shares
|
$1.2 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,110
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
Added 10.79%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
6,080
shares
|
$1.19 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
6,075
shares
|
$1.19 Million
0.15% of portfolio
|
Q4 2024
Reduced 8.37%
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
6,062
shares
|
$1.19 Million
0.63% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
6,052
shares
|
$1.19 Million
0.35% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
Feb 07, 2025 Q4 2024 |
6,050
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Feb 13, 2025 Q4 2024 |
6,048
shares
|
$1.19 Million
0.07% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
6,030
shares
|
$1.18 Million
0.37% of portfolio
|
Q4 2024
Added 16.52%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Feb 13, 2025 Q4 2024 |
6,022
shares
|
$1.18 Million
0.17% of portfolio
|
Q4 2024
Added 54.61%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
6,002
shares
|
$1.18 Million
0.43% of portfolio
|
Q1 2025
Reduced 29.31%
|
|
|
Granite Bay Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
6,000
shares
|
$1.18 Million
0.42% of portfolio
|
Q1 2025
Added 88.8%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Apr 11, 2025 Q1 2025 |
5,996
shares
|
$1.18 Million
0.3% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
5,985
shares
|
$1.17 Million
0.25% of portfolio
|
Q1 2025
Added 65.65%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
5,984
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.16%
|
|
|
Ellenbecker Investment Group
|
Apr 15, 2025 Q1 2025 |
5,961
shares
|
$1.17 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
5,957
shares
|
$1.17 Million
0.11% of portfolio
|
Q2 2024
Added 1.19%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
5,929
shares
|
$1.16 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
5,923
shares
|
$1.16 Million
0.13% of portfolio
|
Q3 2023
Reduced 4.56%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
5,909
shares
|
$1.16 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
5,898
shares
|
$1.16 Million
0.15% of portfolio
|
Q2 2024
Added 3.98%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
5,896
shares
|
$1.16 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.67%
|